Survey types

The survey types the office offers. A new office starts with a catalogue that you adapt or extend.

Opening the screen

In the menu on the left, click Settings, then Survey types.

For each type you see the code, the name, the number of fields and checklist items, the default report language and whether the type is active.
Double-click a row to open the type. New survey type creates one.
A type cannot be deleted, because older files refer to it. Set a type you no longer offer to inactive.

One survey type: what is entered in the file and what the surveyor goes through on site.

General: code, default report language, order in the lists, active, and the name in the four languages. The code is fixed once files use this type.
Fields: the data a file of this type gets on top of the fixed fields. A field has a key (lower-case letters, digits and _, fixed because the field app and reports refer to it), a type (text, number, date, yes/no, choice or table), a label in four languages, a unit and whether it is required. A table has columns and optionally fixed rows, for example one row per hold.
Checklist: the items the surveyor answers on site, each with a key, a label, and whether an answer or a photo is required.
Sections: the text blocks of the report (introduction, observations, conclusion …). The surveyor writes them on the Report tab of the file; a report template shows them with the marker in the next column. A new survey type starts with the five standard sections.
The arrow ↑ moves a field or item up one place. Changes to fields and checklist only count after Save.

The History tab shows who changed what.